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Wednesday, April 8, 2026
21 banks. One codename. Are you in?
Dear Reader,
The world’s largest banks are “jockeying for position” over "Project Apex."
That's the internal codename for the SpaceX IPO.
And 21 banks just signed on to underwrite the listing for Elon’s mega-company.
We’re talking about JPMorgan. Goldman Sachs. Morgan Stanley. Bank of America. Citigroup.
The list is long.
And the reason is obvious…
At a $1.75 trillion valuation, it would be the largest IPO in Wall Street history.
And whoever wins could make billions.
The question is — how do YOU profit from the SpaceX IPO?
Because here's how this game always works...
The insiders position themselves months in advance.
They lock in the biggest gains before the rest of the world even knows what's happening.
By the time the IPO hits... by the time CNBC is screaming about it... by the time your neighbor brings it up at a barbecue...
The real money has already been made.
Studies show 95% of total profits are made before a company ever goes public.
Everyone else fights over scraps.
But it doesn't have to be that way.
I've found a way for everyday investors to piggyback onto one of the largest SpaceX positions on the planet — outside of Elon himself.
It's a little-known fund run by a Wall Street legend who already turned Tesla into a 30-bagger over 10 years.
Now he's betting even bigger on SpaceX.
And I've got the access code that lets you invest right alongside him.
The IPO is expected in June.
That means the clock is already ticking.
Click here to discover how to claim your stake.
Yours for peace, prosperity, and liberty, AEIOU,
Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club
P.S. I spoke with Elon at a closed-door gathering of financial elites. That meeting is one of the reasons I nailed the SpaceX IPO filing almost to the exact day being reported.. The mainstream media is just now catching up. But if you wait for them, you'll already be too late. Click here to get positioned today.
Rivian’s Making a Big Pivot, and the Results Could Be Huge
Submitted by Sam Quirke. First Published: 3/23/2026.
Key Points
- Rivian shares have climbed roughly 20% since early February, with the stock continuing to build on a multi-year uptrend.
- A run of bullish analyst updates in recent weeks suggests growing confidence that the company is approaching a key inflection point.
- With a strategic shift toward mass-market vehicles and a deeper push into software and autonomy, Rivian may be setting up for a breakout moment if it executes effectively.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
Rivian Automotive (NASDAQ: RIVN) has spent much of the past year gradually moving higher and rebuilding credibility with investors. While the stock has had trouble sustaining new highs, a consistent pattern of higher lows suggests confidence has been quietly improving beneath the surface.
That improving sentiment now aligns with a clearer, more ambitious strategy: Rivian is shifting from a premium, niche EV maker toward a scaled, mass-market, technology-driven platform business—much like Tesla (NASDAQ: TSLA).
I’m furious right now (Ad)
The SpaceX IPO filing is official, with 21 banks - including JPMorgan, Goldman Sachs, and Morgan Stanley - preparing to underwrite what insiders are calling 'Project Apex.' A June timeline is now widely expected.
Dr. Mark Skousen, Macroeconomic Strategist at The Oxford Club, says nearly 15,000 investors have already found a 'backdoor' pre-IPO position - and he's sharing his top pick at no cost before the roadshow begins.
Get Dr. Skousen's free SpaceX pre-IPO recommendation before the window closesThat's a major change that could materially affect how investors value the company—and potentially the share price.
The Shift to Mass Market Could Unlock Growth
The most visible element of Rivian’s pivot is the upcoming R2 model. The current R1 lineup helped establish the brand and prove demand, but those vehicles sit in the premium segment, which limits total addressable market.
The R2 changes that dynamic. With a significantly lower expected price point, it is designed to compete in a much larger part of the EV market, placing Rivian in more direct competition with mainstream offerings. This transition is critical: EV economics rely heavily on scale, and without sufficient volume it is difficult to achieve sustainable profitability.
By targeting a broader customer base, Rivian aims to unlock a step-change in demand and accelerate revenue growth. If the R2 rollout succeeds, it could mark the start of a new phase for the company, characterized by higher production volumes, improved cost efficiency and a clearer path toward sustainable growth.
Rivian Is Moving Up the Value Chain
Focusing only on higher vehicle sales misses a key part of the story. Rivian’s pivot is also about changing the company’s profile. The firm has invested heavily in software and autonomy capabilities, developing in-house systems that could support advanced driver assistance and, over time, higher levels of automation.
These efforts suggest a future where Rivian generates more value from software and services layered on top of its vehicles. That distinction matters because hardware-heavy businesses are typically capital-intensive with constrained margins, whereas software-driven models can offer higher margins and steadier recurring revenue. If Rivian successfully builds this software-and-services layer, it could materially improve its long-term financial profile.
There are early signs of external validation. Partnerships with major industry players, including Volkswagen (OTCMKTS: VWAPY), indicate that Rivian’s underlying technology and architecture may have value beyond its own vehicle lineup. That opens the door to potential licensing deals and revenue streams not directly tied to vehicle sales.
Analysts Are Starting to Lean In
Wall Street has begun to take notice. In recent weeks analyst activity has skewed more bullish: Leerink Partners reiterated an Outperform rating, Benchmark maintained a Buy rating, and Cowen upgraded the stock from Hold to Buy, signaling growing confidence in Rivian’s direction.
Price targets are beginning to reflect that optimism—like Cowen’s $20 target, which implies roughly 25% upside from current levels. That optimism is also shaping expectations ahead of the next earnings report in early May, when investors will watch for updates on production timelines, cost management and clarity around the R2 rollout and broader strategy.
In the near term, the stock may continue to benefit from anticipation. As the narrative around Rivian’s pivot gains traction, shares could drift higher into the earnings catalyst if confidence continues to build.
Execution Remains the Key Risk
Despite the improving outlook, substantial risks remain. Scaling production is one of the most difficult challenges in the automotive industry, and Rivian has already experienced the complexities of ramping up manufacturing.
Moving into a higher-volume segment will amplify those challenges. The company will need to control costs carefully to avoid further pressure on its financial position. Competition is another major factor: the mass-market EV segment is becoming crowded, with established automakers and new entrants competing aggressively on price and features.
Timing is also uncertain. While the long-term vision around software and autonomy is compelling, those opportunities will take time to materialize. In the near term, Rivian will remain heavily dependent on vehicle sales, making execution of the R2 rollout critical.
If Rivian can navigate these near-term risks and execute cleanly, the market may be underestimating how quickly the outlook could improve. Get that right, and Cowen’s $20 price target could become a conservative baseline rather than a ceiling.
Smithfield Foods Roasts Q4 Estimates: Is a $30 Price Handle Near?
Submitted by Thomas Hughes. First Published: 3/27/2026.
Key Points
- Smithfield Foods is trending higher on margin expansion, growth, and valuation metrics, with fresh highs likely by mid-year.
- Analysts and institutions are accumulating this stock, underpinning an emerging uptrend.
- 2026 catalysts include high pork prices, plans to build a new facility, and margin-accretive activity such as the Nathan's Famous acquisition.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
Smithfield Foods' (NASDAQ: SFD) stock price is rocketing higher and appears set to keep moving, as the high-quality, deep-value company is firing on all cylinders amid supportive tailwinds.
The tailwinds include increased demand and pricing for pork products, underpinned by export growth and elevated beef prices. Estimates vary, but pork demand is expected to remain strong this year, supporting roughly a 2% average price increase per unit as consumers shift away from higher-priced beef.
This SpaceX IPO news Makes Me Furious (Ad)
The SpaceX IPO filing is official, with 21 banks - including JPMorgan, Goldman Sachs, and Morgan Stanley - preparing to underwrite what insiders are calling 'Project Apex.' A June timeline is now widely expected.
Dr. Mark Skousen, Macroeconomic Strategist at The Oxford Club, says nearly 15,000 investors have already found a 'backdoor' pre-IPO position - and he's sharing his top pick at no cost before the roadshow begins.
Get Dr. Skousen's free SpaceX pre-IPO recommendation before the window closesFor Smithfield, that translates into an improved earnings outlook and greater dividend security.
The outlook and safety are reflected in the board's decision to increase the dividend to $1.25 per share this year. At $1.25, the payment yields about 4.8% with shares near their post-IPO highs, and shares remain inexpensive to own. More importantly, the payout ratio and growth outlook suggest the dividend is sustainable and that distribution growth is likely to continue.
Valuation metrics also support a robust move higher in the stock. SFD trades at approximately 9x earnings, about six multiple points below its major competitor, Hormel. Hormel trades around 15x earnings and is also relatively inexpensive compared with its typical valuation, when it often trades above 25x. That premium is tied to Hormel's stronger dividend and growth outlook.
In this scenario, both Hormel and Smithfield Foods are positioned to advance over the coming quarters and years, but Smithfield appears poised to outperform.
Smithfield Foods Grows and Widens Margin in FQ4
Smithfield Foods reported a solid fourth quarter, with revenue rising 7.1% to $4.23 billion.
Strength was broad-based: Packaged Meats was up 4.3%, Fresh Pork up 2.1%, and Hogs up 3.3%. The strongest growth came from the Other category, which grew nearly 43% for the quarter. That category includes high-demand quick-serve, value-added, and convenience products such as cooked ribs and snacks.
Margin news was positive as well. The company faced margin pressure in the Other and Packaged Meats segments but mitigated the impact with quality improvements and strength in other areas. Operating profit in the Fresh Pork segment increased by 25%, and the Hogs segment reversed a loss, contributing to a roughly 20% year-over-year systemwide improvement.
Guidance assumes pricing strength will continue and includes plans for operational improvements, including a new state-of-the-art Sioux Falls facility that incorporates modern automation and improved product flow.
Signs Point to $30 SFD Share Price
The company’s momentum is reflected in guidance. Smithfield expects revenue growth to slow, but only to 3% — about 200 basis points better than previous expectations.
Analysts have responded, with price targets moving higher. Coverage isn’t extensive — roughly half a dozen tracked reports — but the revisions are lifting the market, with a high-end scenario implying about 25% upside and the potential for fresh all-time highs.
That upside would represent a breakout from the post-IPO trading range; in that event, the stock could rise 20%–25%, consistent with analysts’ high targets.
Post-release price action was strong, lifting the stock by roughly $4 to just over $26. The move produced a large green candle, signaling solid support and confirming the uptrend. Technicals — volume, the MACD, and stochastic indicators — also align with trend-following entries, increasing the probability the rally extends.
Critical resistance sits near the existing all-time high just above $26 and looks likely to be breached soon. If that happens, the market could reach the $30 level within days to a few weeks and continue higher if subsequent news further strengthens the profit outlook.
Among this year's catalysts is the acquisition of Nathan’s Famous hot dogs, part of a broader strategy focused on higher-margin packaged meat products. Owning the brand—rather than licensing it—should increase profitability immediately by eliminating licensing fees and capturing 100% of the available margin. Institutions have also been active, accumulating shares at roughly a 4-to-1 pace since the IPO, which helps underpin the uptrend.
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